Awards and Rankings Disclosures

All awards and rankings may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients. The rating is not indicative of future performance. MRA did not pay a fee to participate.

Phoenix Business Journal’s Best Places to Work

Rating/Ranking Disclosure

According to Phoenix Business Journal: The Best Places to Work list was ranked by employee surveys compiled by Quantum Workplace.

Years Awarded:

2014 – No. 30 (Micro Business Category – 10-49 employees)

2018 – No. 2 (Small Business Category – 50-99 employees)

Pensions & Investments Magazine’s Best Places to Work in Money Management

Rating/Ranking Disclosure

According to Best Places to Work in Money Management: The list of Best Places to Work in Money Management is compiled based on data collected and analyzed by Best Companies Group, an independent research firm and P&I’s partner on the survey. An anonymous employee survey, which aimed to evaluate employee engagement and satisfaction, accounted for 75% of a firm’s score; an employer survey, which evaluated each company’s workplace policies, practices, benefits, and demographics, made up the remaining 25%.

Years Awarded

2018

2017

2016

Financial Advisor Magazine’s Top RIA Ranking

Rating/Ranking Disclosure

According to Financial Advisor Magazine: RIA ranking candidates are ranked by AUM of the previous year. To be eligible for FA’s rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with less than $50 million in assets will be published in an online national ranking on FA’s Web site, www.fa-mag.com.

Years Awarded:

2018

2017

2016

2015

Financial Times’ 300 Top Registered Investment Advisers

Rating/Ranking Disclosure

According to Financial Times: The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: Assets Under Management and Consultation; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Years Awarded:

2018

2017

2016

2015

AZCentral’s Top Companies to Work For In Arizona

Rating/Ranking Disclosure

According to Top Companies to Work For in Arizona: All participating companies completed a two-part assessment process conducted by the independent workplace research firm, Best Companies Group (BCG). Part one of the process was the Employer Questionnaire, where BCG asked about benefits, HR policies and the fun things the employers do for their employees. Part two was the Employee Engagement and Satisfaction Survey which measured the employee experience in 8 core focus areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development, and Resources, Pay and Benefits, and Overall Engagement. Using the combined data from both parts of the survey process, BCG determined the top 100 organizations that made the grade.

Years Awarded:

2018 – No. 2

2017 – No. 2

2016

2015

2014

2013

Forbes’ Best-In-State Wealth Advisors

Rating/Ranking Disclosure

According to Forbes: The data for the Forbes’ Best-In-State Wealth Advisors Ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, as well as quantitative data. Those advisors that are considered have a minimum of seven years’ experience. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their firms and their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Years Awarded:

2018 – No. 6

Arizona State University’s Sun Devil 100

Rating/Ranking Disclosure

According to Sun Devil 100: Arizona State University invites alumni to apply for list and uses application info to rank individuals on company growth year over year.

Years Awarded:

2018

Phoenix Business Journal’s Book of Lists Largest Phoenix-Area Employee Benefits Consultants

Rating/Ranking Disclosure

According to Phoenix Business Journal:The Largest Phoenix-Area Employee Benefits Consultants list was ranked by number of employee benefits consultants working locally (Maricopa and Pinal counties).

Years Awarded:

2018 – No. 20

InvestmentNews’ Top 50 Best Places to Work for Financial Advisors

Rating/Ranking Disclosure

According to Top 50 Best Places to Work for Financial Advisors: The list of Top 50 Best Places to Work for Financial Advisors is compiled based on data collected and analyzed by Best Companies Group, an independent research firm and InvestmentNews partner on the survey. Firms needed at least 15 U.S. employees to participate and be a registered investment adviser or affiliated with an independent broker-dealer.

Years Awarded

2018-No.4

AdvisoryHQ’s Top 10 Best Financial Advisors in Phoenix & Scottsdale

Rating/Ranking Disclosure

According to AdvisoryHQ: AdvisoryHQ conducts extensive research to identify and rank the best banks, investment and financial advisors, online brokerages, credit and lending providers, and a wide range of financial-related products, firms and services. Some of the key factors that enabled MRA Associates to rank as a top 2018 wealth advisor, according to the AdvisoryHQ website, included the firm’s defined wealth management process, emphasis on communication, experience with institutional clients, and community involvement.

Years Awarded

2018

NAPA’s Top DC Advisor Teams List

Rating/Ranking Disclosure

According to NAPA:In the Top DC Advisor Teams list, firms with a defined contribution (DC) practice were ranked by DC assets under advisement.

Years Awarded:

2017

Phoenix Business Journal’s Book of Lists Independent Investment Advisers

Rating/Ranking Disclosure

According to Phoenix Business Journal: The Top Independent Investment Advisers list was ranked by assets under management locally.

MRA Associates assets under management includes assets under management and consultation.

Years Awarded:

2018 – No. 1

2017 – No. 2

2016 – No. 3

2015 – No. 3

2014 – No. 1

2013 – No. 3

2011 – No. 3

2009 – No. 4

2008 – No. 3

2007 – No. 3

2006 – No. 3

2005 – No. 3

2004 – No. 3

2003 – No. 2

2002 – No. 2

Phoenix Magazine’s Five Star Wealth Managers

Rating/Ranking Disclosure

According to Five Star Wealth Managers: Wealth manager award candidates are identified through firm nomination, peer nomination, and industry qualifications. Each candidate is then evaluated on 10 objective eligibility and evaluation criteria including client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.

Years Awarded

2017

2016

2015

2014

2013

Ranking Arizona Magazine’s Independent Investment Firms Ranking

Rating/Ranking Disclosure

According to Ranking Arizona Magazine: All businesses are ranked as a result of the largest business opinion poll taken in Arizona. Each business category is selected by the staff of Ranking Arizona based upon the business and leisure activities of Arizona’s business community. Determining who is best in any given industry is challenging, so the publication decided to turn to the residents of Arizona for the answers. Ranking Arizona is based purely on opinion.

Years Awarded

2017

2016

2015

Barron’s Top 1,200 Financial Advisors

Rating/Ranking Disclosure

According to Barron’s:Barron’s Top 1,200 Financial Advisors is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.

Years Awarded

2016

Barron’s Top 100 Wealth Investment Advisors

Rating/Ranking Disclosure

According to Barron’s: The Independent Wealth Advisors ranked on the list were identified by Barron’s as the top 100 financial advisors in America. Each was ranked by the volume of assets overseen by the advisors and their teams, revenue generated by the firms, and the quality of the advisors’ practices.

Years Awarded:

2016 – No. 10

2015 – No. 16

Az Business Magazine’s Industry Leaders of Arizona

Rating/Ranking Disclosure

According to Az Business Magazine: Industry Leaders of Arizona (ILoA) focuses on five different industries each year. To qualify, the business/entity must be either headquartered in Arizona or have an Arizona-based CEO and CFO. The majority of the businesses or services provided must align with one of the yearʼs featured industries. Nominees must go through an application process and agree to have a data verification meeting with a representative from a designated accounting firm and other members of the ILoA Selection Committee. Entities can be publicly traded, privately held or not-for-profit.

Years Awarded

2017

AdvisoryHQ’s Top Financial Advisors in Phoenix & Scottsdale

Rating/Ranking Disclosure

According to AdvisoryHQ: AdvisoryHQ conducts extensive research to identify and rank the best banks, investment and financial advisors, online brokerages, credit and lending providers, and a wide range of financial-related products, firms and services. Some of the key factors that enabled MRA Associates to rank as a top 2016 wealth advisor, according to the AdvisoryHQ website, included the firm’s defined wealth management process, emphasis on communication, experience with institutional clients, and community involvement.

Years Awarded

2016

AZCentral’s Top Companies to Work For In Arizona

Rating/Ranking Disclosure

According to Top Companies to Work For in Arizona: All participating companies completed a two-part assessment process conducted by the independent workplace research firm, Best Companies Group (BCG). Part one of the process was the Employer Questionnaire, where BCG asked about benefits, HR policies and the fun things the employers do for their employees. Part two was the Employee Engagement and Satisfaction Survey which measured the employee experience in 8 core focus areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development, and Resources, Pay and Benefits, and Overall Engagement. Using the combined data from both parts of the survey process, BCG determined the top 100 organizations that made the grade.

Years Awarded:

2017

2016

2015

2014

2013

Arizona Republic’s Who’s Who in Business Ranking – Top 10 Investment Advisory Firms in Phoenix

Rating/Ranking Disclosure

According to Arizona Republic Media: Each firm in the ranking was based on their AUM.

Years Awarded:

2016 – No. 5

2015 – No. 4

Barron’s Top 100 Independent Wealth Advisors

Rating/Ranking Disclosure

According to Barron’s: Top 100 Independent Wealth Advisors is a select group of individuals who are screened on a number of different criteria. Each was ranked by the volume of assets overseen by the advisors and their teams, revenue generated by the firms, and the quality of the advisors’ practices.

Years Awarded

2015

Barron’s Top Financial Advisors

Rating/Ranking Disclosure

According to Barron’s: Top Financial Advisors is a select group of individuals who are screened on a number of different criteria. Each was ranked by the volume of assets overseen by the advisors and their teams, revenue generated by the firms, and the quality of the advisors’ practices.

Years Awarded

2015

Forbes’ Top 100 Wealth Managers

Rating/Ranking Disclosure

According to Forbes: The data for the Forbes’ Top Wealth Managers list is compiled by the RIA Database. Candidate firms qualify based on both quantitative and qualitative criteria such as each firm must manage at least 50 percent of its assets on behalf of retail clients, cannot be affiliated with a broker-dealer and must be performing wealth management services. In compiling its Wealth Managers list, Forbes looks beyond exclusively fee-only advisors because the RIA industry is evolving to incorporate more hybrid models as more firms break way from broker-dealers.

Years Awarded:

2015 – No. 80

Financial Times’ Top 100 Women Financial Advisers

Rating/Ranking Disclosure

According to Financial Times: The Top 100 Women Financial Advisers list assesses the advisers from the perspective of current and prospective investors, and present the Financial Times’ 100 as an elite group, not a competitive ranking of 1 to 100.

Years Awarded:

2014

WealthManagement.com’s Top RIA Ranking

Rating/Ranking Disclosure

According to WealthManagment.com: WealthManagement.com’s Top 100 RIAs of 2015 ranking was assembled using data from Meridian-IQ and the advisory firms were ranked by their total assets under management. To be recognized on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients as well as not be owned by a bank, broker/dealer or investment company.

Years Awarded

2015

Az Business Magazine’s Most Influential Women

Rating/Ranking Disclosure

According to Az Business Magazine: Nominees and recipients are innovators, trailblazers and leaders of industry. Az Business magazine’s Most Influential Women in Arizona Business for 2016 have procured influence in their respective fields, have proven track records of profitability, leadership and innovation. Business leaders may only be recognized as a Most Influential Woman one time.

Years Awarded

2016

Arizona Business Leaders Magazine’s Industry Leaders

Rating/Ranking Disclosure

According to Arizona Business Leaders Magazine: The recipients were selected from a pool of more than 5,000 of the most innovative entrepreneurs and the best and brightest Arizona business leaders in healthcare, real estate, construction, education, banking, financial services, manufacturing, technology, and law. Over the course of more than two dozen meetings, that list of 5,000 leaders under consideration was paired down to about 500 names, which the selection panel considered to the most influential leaders in their industries.Years Awarded

2017

2016

2015

Az Business Magazine’s Most Admired Company

Rating/Ranking Disclosure

According to Az Business Magazine: This prestigious award is based on employee, customer and community opinions.

Years Awarded

2014

Financial Advisor Magazine’s 50 Fastest Growing Firms In The U.S.

Rating/Ranking Disclosure

According to Financial Advisor Magazine: The formula Financial Advisor Magazine uses to rank firms are based on percentage growth in assets from 2011-2012.

Years Awarded:

2013 – No. 25

Financial Planning Magazine’s 50 Fastest Growing, Fee-Only RIA Firms

Rating/Ranking Disclosure

According to Financial Planning Magazine: The formula Financial Planning Magazine uses to rank firms are based on growth in assets under management from 2006 to 2012.

According to Arizona Republic Media: The research and reporting team for The Republic’s Who’s Who in Business spent five months researching more than 1,000 companies across 50 industries, compiling lists of company data, interviewing women in Arizona leadership, and uncovering stories of growth and progress.

Years Awarded:

2014

Phoenix Business Journal’s 40 Under 40

Rating/Ranking Disclosure

According to Phoenix Business Journal:Phoenix Business Journal’s 40 Under 40 is a select group of individuals who are 40 years old or younger and seen as up-and-coming business leaders in Phoenix. The honorees are chosen by a selection committee. Each year at least 350 professionals are nominated for the award. Judges look for individuals who are accomplished and well-rounded, passionate and driven, and who make a difference in their companies and communities.

Years Awarded:

2011

Phoenix Business Journal’s Top 25 Business Women of the Year

Rating/Ranking Disclosure

According to Phoenix Business Journal:Honorees were chosen by their peers, colleagues, and the Business Journal’s news staff for their professional accomplishments, leadership, and community involvement.